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Xactly Insights: Sales Performance Analytics

Xactly Insights helps sales, sales operations, and finance teams monitor team health and performance. It is designed for organizations that want to compare their compensation plans and rep performance against industry benchmarks.

At a glance

Category
Sales
Best for
Sales teams, Sales operations teams, Finance teams
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
Key use cases
Industry Performance Benchmarking, Sales Rep Retention Monitoring, Team Health Tracking, Custom Performance Reporting
Integrations
Salesforce, Microsoft, Workday, Hubspot
Screenshot of Xactly Insights website

Xactly Insights is a sales performance dashboard designed to provide visibility into pay and performance data. It allows users to track dynamic performance indicators and generate reports to help inform business decisions regarding sales teams.

The tool is intended for sales leadership, sales operations, and finance departments. It supports the analysis of internal team data and provides a way to benchmark that data against industry peers using a historical dataset.

Key capabilities include the use of machine learning to identify potential sales rep attrition and tools to filter and slice data for custom performance metrics. This may help managers identify risks and adjust strategies based on performance indicators.

Buyers should confirm how the tool integrates with their current CRM or HRIS to ensure data flows correctly into the dashboards and how the industry benchmarking data aligns with their specific market segment.

Key Features

Performance indicators

Provides dynamic views into team performance and overall health to support data-driven decisions.

Industry benchmarking

Allows users to compare their plan design and performance against pay and performance data from other industries.

AI-driven attrition risk identification

Uses machine learning to analyze over 50 data points to identify sales reps who may be at risk of leaving.

Out-of-the-box reporting

Includes pre-configured reports and advanced filter settings to analyze business and sales data.

Customizable metrics

Supports slicing and dicing of sales data to configure advanced performance metrics.

Use Cases

Industry Performance Benchmarking

Comparing internal compensation plan designs and performance metrics against industry peers.

Sales Rep Retention Monitoring

Using AI analytics to identify attrition risks among sales staff to address them proactively.

Team Health Tracking

Monitoring performance indicators to gauge the overall health of a sales organization.

Custom Performance Reporting

Slicing and dicing sales data to create specific reports and advanced metrics for leadership.

Best For

Sales teamsSales operations teamsFinance teams

Integrations

SalesforceMicrosoftWorkdayHubspot

Pricing

Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.

FAQ

What does Xactly Insights do?

It is a sales performance dashboard that provides performance indicators and uses AI to identify attrition risks and benchmark performance against industry data.

Who is Xactly Insights designed for?

The software is designed for sales teams, sales operations teams, and finance teams who need data-driven insights into sales performance and compensation.

How does the tool help with sales rep retention?

It uses a machine learning algorithm that analyzes over 50 data points to identify sales reps at risk of leaving the company.

Source category: Sales

Source subcategory: Analytics & Reporting

Categories:

How AI is used

Xactly Insights is a sales performance analytics tool for sales and finance teams that supports performance tracking and industry benchmarking. It uses machine learning to help identify sales rep attrition risks. Buyers should verify compatibility with their existing CRM or ERP systems.

Pros & Cons

Pros
  • Access to cross-industry historical pay and performance data
  • AI capabilities focused on predicting rep attrition
  • Dynamic updates to performance indicators
Cons
  • Pricing was not clearly available from the provided evidence
  • The provided evidence does not detail the specific setup process for the AI attrition algorithm

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